LightSide Chartered Financial Planners

Welcome to fear free financial planning

Whilst we have access to the whole of the market for all financial products and services, we understand that this is the less exciting side of financial planning. We won’t talk to you about products until we’ve talked in detail about you and what’s most important. There’s nothing to fear when you come first.

Fancy A Cuppa?

Good things are coming...

And we’re here to help make the most of them with financial advice based on your life. The more we know about you and yours - the more we can help you plan the bright financial future you deserve.

We’re here to help you plan for all shapes and sizes of

Life Changes™

Want To Get Started?

No trapdoors...

For what it’s worth... that’s what we charge.

Nothing hidden. No confusing structure. Just clear, honest pricing from the start. Our initial consultation (which is completely cost and obligation free) is a simple, honest, down to earth chat to find out what matters to you so our advice is tailored to what you really want, not what we need to sell.

Let's Have A Proper Chat

Not one for talking?

All of the products and services we recommend are designed to take you to financial ‘phew’, so if you’re not in the mood for a chat right now, scroll down for more info then you can request a call-back at a time that suits you.

Investments

We all want better returns than the banks can offer – but what’s the end game? Is this a tax efficient way to build your nest egg or do you need a regular income to top up your savings? Whether we end up talking pensions, tax efficient ISAs, or on and offshore bonds, we always start with you.

Get Stuck In

Pensions & Retirement Planning

Are you ready to party like you’re nearly 65? Or simply enjoying the party and planning for it to continue long into retirement? Let us shed some light on pension planning that is right for you - your life, your goals.

Plan Now

Estate & Tax Planning

It may not be a top priority right now but if you want to be sure as much of your wealth as possible passes to your loved ones when the time comes, a chat right now could make a world of difference to the impact of Income, Capital Gains, Corporation or Inheritance tax liabilities.

Let's Talk

Protection

A valuable part of what we do for our clients is help them think the unthinkable, and the foundation of any good financial plan is having protection in place to replace your income, provide for your loved ones and protect your savings in the event of death, serious illness or accident.

Get Covered

Mortgages & Equity Release

Whether buying your first home, upsizing for a bigger family, down-sizing to become debt free as quickly as possible or looking to release some equity to top up a pension or provide a deposit from the bank of mum and dad, a chat with one of our team will ensure you get the right product for you.

Start Today

Later Life Care Fees planning

As we all look forward to living much longer, the cost of later life care becomes an increasingly important piece of financial planning. We can help you plan ahead by investing capital for growth or an income to cover future care costs.

Plan Now

It's Good To Talk

Wherever your financial planning journey takes you, at LightSide it always starts the same way. Explore how our LIFE CHANGES™ audit could help you plan for the future you want here.

Find Out More

Nothing to fear…

Financial Planning shouldn't be scary

We believe in good, honest financial advice.

We keep it friendly and focused on you. Nothing to fear; no briefcases or brogues to hide behind.

Just a good cuppa and a chat to set things in motion.

Shall we get the kettle on?

get in touch

Open for business

As well as personal financial planning we offer tailored products for corporate clients looking to reduce tax liability and protect their business with shareholder protection and key man insurance.

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